投資學
Investments
| 節 | 週四 |
|---|---|
2 09:00–09:50 | 投資學 M101（光復） 3 節連堂 |
3 10:10–11:00 | |
4 11:10–12:00 |
* 根據陽明交大上課時間表所列
This course will provide students fundamental knowledge and the basic language of investment analysis. The training of this course will also prepare the students for the advanced courses such as asset pricing and portfolio analysis, and option and futures. The main topics to be covered in this course include securities markets, portfolio and asset pricing theory, debt securities, and options markets and valuation.
Probability and Statistics, Financial Management (suggested)
無備註
Course materials will be posted on the e3 system(https://e3.nycu.edu.tw).
Grading policy: Midterm Exam (30%); Final Exam (35%); Quiz (20%); Homework (10%); Class Performance (5%)
Instruments/Market
- 講授：
- 12
Portfolio Theory
- 講授：
- 14
- 示範：
- 1
Option Market and Valuation
- 講授：
- 9
Debt securities
- 講授：
- 6
| 週次 | 主題 |
|---|---|
| 第 1 週 | Introduction / Asset Class and Financial Instruments 2025-02-20(四) |
| 第 2 週 | Asset Class and Financial Instruments 2025-02-27(四) |
| 第 3 週 | Security Markets 2025-03-06(四) |
| 第 4 週 | Risk and Return 2025-03-13(四) |
| 第 5 週 | Bond Prices and Yields 2025-03-20(四) |
| 第 6 週 | Term Structure of Interest Rate 2025-03-27(四) |
| 第 7 週 | Intercollegiate Activities (no class) 2025-04-03(四) |
| 第 8 週 | Option Market / Option Strategies 2025-04-10(四) |
| 第 9 週 | Midterm Exam 2025-04-17(四) |
| 第 10 週 | Option Valuation 2025-04-24(四) |
| 第 11 週 | Mutual Funds and Other Investment Companies 2025-05-01(四) |
| 第 12 週 | Special Lecture by TAIFEX Speaker 期交所專題演講(暫定) 2025-05-08(四) |
| 第 13 週 | Efficient Diversification 2025-05-15(四) |
| 第 14 週 | Capital Asset Pricing Model and Arbitrage Pricing Theory 2025-05-22(四) |
| 第 15 週 | The Efficient Market Hypothesis 2025-05-29(四) |
| 第 16 週 | Final Exam 2025-06-05(四) |
Essentials of Investments by Bodie, Kane, and Marcus, 13th Edition, McGraw-Hill Hwa Tai Publishing https://eshop.hwatai.com.tw/SalePage/Index/9994378 eBook https://eshop.hwatai.com.tw/SalePage/Index/9766349
- 地點
- M419
- 時間
- Wed 4:30-5:30pm Thr 4:30-5:30pm
- 聯絡方式
- 57076 hhlee@nycu.edu.tw